Arkadios offers a leading private wealth platform that lets you deliver personalized advice and holistic services to grow faster, compete effectively, and enhance the client experience.
Arkadios Managed Solutions gives advisors institutional-quality portfolio management, diversified investment strategies, discretionary management, execution services, and outsourced CIO support for diverse client needs.
Our in-house fixed income team partners with Arkadios advisors nationwide to deliver customizable individual bond portfolios tailored to firm and client needs. We offer standard and custom solutions that serve as an alternative or complement to fixed-income mutual funds, ETFs, and SMAs.
Arkadios(k) is our internal Retirement Plan consulting platform designed to help advisors gain scale and pricing efficiencies. Arkadios(k) delivers best-in-class pricing, premier service, and the opportunity to seamlessly engage with your retirement plan participants.
Arkadios gives advisors access to private investments typically reserved for institutions and family offices, including private equity, venture capital, private credit, and real assets. Through ARKap Markets, the platform provides end-to-end transaction support and access to syndicate offerings, innovative structures, and limited capital raises.
The Arkadios Hybrid RIA platform supports advisors who offer both fee-based and commission solutions. With a multi-custodial structure, it enables objective, flexible solutions tailored to clients’ evolving needs.
We believe financial planning goes beyond asset allocation—it’s about managing life complexities and delivering personalized wealth management. Arkadios partners with leading providers to offer UHNW planning, wealth transfer and estate planning, business succession, case design, and corporate and executive insurance solutions.
We recognize every advisor is unique, so our business consulting programs are tailored to maximize efficiency and enterprise value. We help develop strategic plans to grow your business, boost profitability and market value, and scale your service model to reclaim time.
A strong digital footprint keeps your brand front and center. Arkadios partners with top design providers to create custom websites and marketing collateral that tell your story, generate leads, and attract ideal clients. Services include website development, digital collateral, social media, SEO, and more.
An Elite Private Wealth Firm Designed to Take You to the Next Level